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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,776 | $56,544-89.8% | $75,501-92.3% | $70,126-91.8% |
| Participation rate | 47.4% | 68.1%-20.7pp | 72.4%-25.0pp | 69.5%-22.2pp |
| Annual return | 22.11% | 23.59%-1.5pp | 27.35%-5.2pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,998 | $2,580-22.5% | $3,142-36.4% | $3,332-40.0% |
| Admin fee / account holder | $951 | $3,827-75.1% | $5,801-83.6% | $4,645-79.5% |